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STOP DOING THINGS TWICE
Automation & Workflows
Lead routing, task automation, email sequences, and notifications let your team focus on selling, not admin.
Get the help you need from an expert, at half the cost of a novice.
What We Automate
Every workflow that's eating your time
Lead Routing
Automatically assign leads to the right rep based on territory, score, or round-robin.
Increase adoption in one step.
Task Automation
Create follow-up tasks automatically when deals move stages or go stale. Don't let things fall through the cracks.
Email Sequences
Drip campaigns that nurture leads while you sleep and trigger tasks, calls, emails, and meetings.
Notifications
Alert the right people when important things happen — Slack, email, or in-app.
Data Enrichment
Auto-fill contact info from connected tools and third-party sources.
Custom Workflows
Complex multi-step automations tailored to your unique processes.
Sound familiar?
Your workflows are a black box
Someone set them up a year ago. Maybe two. Nobody's sure exactly what they all do, and the person who built them left. But they're "working," so nobody touches them — until one fires wrong and a prospect gets three emails in 20 minutes.
Your reps still do everything manually
New lead comes in — someone has to assign it. Deal moves forward — someone has to create the follow-up task. Email needs sending — someone copies, pastes, clicks send. That's not a CRM. That's a to-do list with extra steps.
Sequences and workflows are stepping on each other
A contact is in a marketing workflow AND a sales sequence at the same time. They're getting hit from both sides — and you have no idea until they unsubscribe. Coordination between marketing and sales automation shouldn't be this hard.
You're paying for automation you're not using
You're on Sales Pro or Marketing Pro, but the only workflows you have are the ones HubSpot's onboarding wizard set up. You're paying for the engine but driving in first gear.
How we approach automation
We don't dump 30 workflows into your portal and walk away. We build in layers, starting with the automations that save the most time.
Map the process first
We document how your team actually works — not how they think they work. What happens when a lead comes in? When a deal moves stages? When a customer goes quiet? Once we see the real process, the automation opportunities are obvious.
Build in layers
We start with the highest-impact automations — lead routing, task creation, deal stage triggers — test them, train your team, and build from there. Each layer makes the next one possible.
Document everything
Every workflow gets a name that makes sense, a description that explains what it does and why, and clear enrollment criteria. Six months from now, anyone on your team should be able to understand it without calling us. (Though we're happy to stay on retainer if you want.)
Test before it's live
We use test contacts, sandbox environments, and staged rollouts. Your real contacts don't see anything until we've verified the automation works exactly as intended.
What's included
- ✓ Automation audit — inventory existing workflows, flag broken or redundant ones
- ✓ Process mapping — document your real workflow before automating it
- ✓ Lead routing — assign leads by territory, score, size, or round-robin
- ✓ Task automation — follow-ups, reminders, and escalations
- ✓ Email sequences — drip campaigns for nurture and outreach
- ✓ Notifications — Slack, email, or in-app alerts
- ✓ Data enrichment — auto-populate fields from connected tools
- ✓ Lifecycle automation — move contacts based on real engagement
- ✓ Documentation — every workflow documented with purpose and logic
- ✓ Training — your team understands what's running
Want to see what's broken before we build? Run the free CRM audit for an instant health check.
Frequently asked questions
How long does it take to set up automation?
A focused automation sprint — lead routing, task creation, basic notifications — can be done in 1–2 weeks. A full automation buildout with sequences, lifecycle management, and complex branching typically takes 3–6 weeks. We scope it based on your actual needs, not a generic package.
Will automation replace my team?
No. It replaces the boring parts of their job — data entry, follow-up reminders, lead assignment — so your team can focus on conversations and closing. Good automation makes your people more effective, not redundant.
What if we already have workflows that aren't working?
That's actually our most common starting point. Most HubSpot portals have workflows that were built with good intentions but haven't been maintained. We audit everything first, fix what's broken, remove what's redundant, and then build what's missing. Start with a CRM audit if you want to see the state of things.
Can you integrate automation with tools outside HubSpot?
Yes. HubSpot's native integrations cover most common tools (Slack, Gmail, Outlook, Zoom, etc.), and for anything else we use Operations Hub or middleware like Make/Zapier. If your tech stack is complex, we'll map the integration layer as part of the project.
Stop the manual work
Book a free call and we'll map out your automation opportunities.
Get Your Automation Plan →